Filed July 26, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,306 | $59,805+20.9% | $79,550-9.1% | $68,494+5.6% |
| Participation rate | 73.0% | 61.1%+11.9pp | 69.5%+3.5pp | 67.9%+5.1pp |
| Annual return | -16.46% | -12.30%-4.2pp | 0.16%-16.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,910 | $1,505+93.3% | $2,413+20.6% | $2,596+12.1% |
| Participant deferral / active EE | $5,933 | $3,024+96.2% | $3,985+48.9% | $4,027+47.3% |
| Admin fee / account holder | $2,307 | $4,835-52.3% | $6,832-66.2% | $5,403-57.3% |